Dear McNair Scholars Applicant,

Size: px
Start display at page:

Download "Dear McNair Scholars Applicant,"

Transcription

1 Dear McNair Scholars Applicant, The Ronald E. McNair Postbaccalaureate Achievement Program (McNair Scholars Program) is a federally funded graduate preparation program at UW Superior. The program consists of focused and challenging workshops and seminars as well as an intensive research project for which you earn up to $2800. This program is designed to prepare you for entry and success in graduate school. The national McNair objective is to increase the number of PhDs; thus this program is not designed for students who solely want to earn degrees in law or medicine. The McNair Program at UW Superior is open to students from UW Superior, the University of Minnesota Duluth, Northland College, and AMU (148 th Air National Guard members). To be eligible for the program, students must meet federal income guidelines and be first-generation (neither natural/adoptive parent has a bachelor s degree) OR be a member of a group underrepresented in graduate education (Native American/Alaskan Native, African American, or Hispanic). Students must also be enrolled as a sophomore, junior, or senior in college. Seniors applying for this program need to complete research prior to graduation. The minimum cumulative GPA requirement is 2.75 for entry into the program. To apply for this exciting and challenging opportunity to be in a graduate school preparatory program, please submit the following: Complete the McNair Scholars application, including all essay questions. Attach copies of transcripts for all colleges or universities you have attended OR arrange to have transcripts (unofficial transcripts are all that are needed) sent to the McNair Scholars Program office before the application deadline. Attach a copy of the most recent tax return that shows taxable income (usually line 43). We need to know the taxable income, not adjusted gross income. If you are listed on your parents tax forms, we will need a copy of their taxes. Please see the attached examples. Attach a copy of your current resume. AMU Applicants (only): be sure to include a letter from your Commanding Officer verifying your military service. Please hand-deliver or mail all application materials to the McNair Scholars Program Office, UW Superior, 2047 Swenson Hall, P.O. Box 2000, Superior, WI Applications are due October 19, Selection into the program will be based on your application form, essay, transcripts, two recommendation forms, and a personal interview. Only complete applications will be considered. If you have any questions, please contact us. We look forward to receiving your application. Good luck! Dr. Marsha S. Lue, Director mfrancis@uwsuper.edu Chelsey Miller, Academic Coordinator cmille15@uwsuper.edu McNair Scholars Program University of Wisconsin-Superior Swenson Hall 2047 Belknap & Catlin, PO Box 2000 Superior WI phone: fax: website: uwsuper.edu/mcnair/

2 Please provide the following information. All information is confidential. If you are concerned about any of the questions asked on this form, please discuss them with the McNair Program Director. Please type or print clearly. ALL FIELDS MUST BE COMPLETED TO BE CONSIDERED. PERSONAL INFORMATION Last Name First Name MI Current Address (Ex Belknap & Catlin Ave) City, State Zip Permanent Address (if different from above) City, State Zip Hometown & State (Ex. Superior, WI) Primary Phone Number Home Phone (If different from primary) Campus Address Alternate Address Gender: [ ] Male [ ] Female Age: Date of Birth (MM/DD/YY): / / Are you a U.S. Citizen? [ ] Yes [ ] No If you are not a citizen, are you a permanent resident of the U.S.? [ ] Yes [ ] No If yes: Please provide permanent resident card. Ethnicity (Please check all that apply) [ ] Alaska Native [ ] Asian American [ ] Black/African American [ ] Caucasian [ ] Hispanic/Latino American [ ] Native American/American Indian [ ] Native Hawaiian [ ] Pacific Islander [ ] Other: ACADEMIC What is your academic status? [ ] Sophomore [ ] Junior [ ] Senior What is your Student ID? What is your major/minor? Enrollment Status: [ ] Full-time [ ] Part-time Expected Graduation date: (MM/YY) CUM GPA: Have you ever participated in a TRiO Program (e.g. McNair Scholars, Upward Bound, Talent Search, Student Support Services, etc )? [ ] Yes [ ] No If yes please list program and the university Has either of your parents (natural or adoptive) COMPLETED a four-year bachelor s degree? [ ] Yes [ ] No If yes please include the name and location of the college your parent/parents GRADUATED from: FINANCIAL (See attached tax form examples) Are you claimed as a dependent on your parents /guardians 2017 federal income tax return form? [ ] Yes [ ] No If yes, how many individuals were reported on your parents /guardians 2017 federal income tax return form? If no, how many individuals were reported on your 2017 federal income tax return form? I certify all of the above information to be true and I hereby authorize the McNair Scholars Program to disclose or obtain educational records and information in a confidential manner, with any faculty or staff member as deemed appropriate by the McNair Scholars Program staff. X Students Signature X Director s Signature University of Wisconsin-Superior is an Equal Opportunity / Affirmative Action Institution *FOR OFFICE USE ONLY* X Eligibility Summary [ ] LI [ ] FG [ ] UR [ ] LIFG Program Assistant s Signature (After Data Entry) Date

3 Please provide the following information. All information is confidential. If you are concerned about any of the questions asked on this form, please discuss them with the McNair Program Director. Please type or print clearly. ALL FIELDS MUST BE COMPLETED TO BE CONSIDERED. Core Application Materials Checklist Please note that to be considered as a candidate for the UW-Superior McNair Post Baccalaureate Achievement Program you must include all of the items listed below. If you have questions about any of the materials, please contact us at mcnair@uwsuper.edu. Completed McNair Application Unofficial Transcripts for all colleges and universities attended. If you transferred here, or attended a college/university prior to attending UWS, we will need those transcripts. Most recent tax return (2017) We only need the pages that show taxable income (usually line 43) and family size. If you are claimed as a dependent on your parent s tax forms, we will need those (again showing the taxable income). References Form Please note that references listed will be contacted. A copy of your current resumé Please submit a letter from your commanding officer to verify military status (AMU Students only). The summer program consists of a summer term class, in addition to your research, from the end of May until the middle of July. The summer course focuses on the GRE, doctoral degree application processes, graduate school funding, and graduate school interview skills, among other topics. Scholars earn 2 credits while in McNair for the GRE course. The McNair Scholars Program is the equivalent of 9-10 credits for both spring and summer sessions. IMPORTANT: You must be available for the summer program (mid/end of May-mid July). Classes are held Monday-Thursday, 8 am 12 pm, with the exception of pre-arranged day-long events. You will NOT be able to enroll in conflicting classes or internships, as class attendance is REQUIRED, WITH NO EXCPETIONS. Initial here that you understand that you must participate in the summer program, unless you are off campus for research (no class/internship conflicts). Once you have accepted the offer to participate in the McNair Program, you will be expected to complete your commitment throughout the entire academic year and summer: Initial: **Be sure to check your or voic to find out if you have been selected for an interview.** Please respond to the notification of selection within 48 hours.

4 Please provide the following information. All information is confidential. If you are concerned about any of the questions asked on this form, please discuss them with the McNair Program Director. Please type or print clearly. ALL FIELDS MUST BE COMPLETED TO BE CONSIDERED. BASIC QUESTIONS Application Questionnaire and Essays DIRECTIONS: Please answer the questions below. 1 Do you plan to apply to a graduate degree program? [ ] YES [ ] NO If no, why not? 2 What degree(s) will you pursue? (Please mark all that apply) [ ] Masters [ ] PhD/EdD Research and list 3-5 graduate programs that interest you and explain why you would apply to them. Include the following information on the schools: GPA and/or GRE requirements Due date for the applications Any other requirements: such as how many letters of recommendation to include, resume/cv requirement, and personal statement requirements. List a timeline in which you will (approximately) graduate with a Bachelor s degree, apply for a Masters and PhD program, enter a Master and PhD program, and graduate from a Masters and PhD program. Discuss how you will accomplish each goal (This can be written, visual, or both). Have you applied to, or participated in any off-campus research opportunities? Please list where: 6 Have you taken the GRE? [ ] NO [ ] YES Scores: Verbal: Qualitative: Writing: 7 Have you applied to graduate school? [ ] NO [ ] YES, list where and if you were accepted: ESSAY QUESTIONS DIRECTIONS: Please submit a double spaced response to each of the items below. There are no limits on word count or length unless specified. 8 Discuss any research interests you have, and discuss any independent research projects you have experienced Write a personal statement discussing your short-term and long-term career goals and how a doctoral degree will help you achieve these goals. In what ways will the McNair Program help you reach your goals? The following are scenario questions, please respond in 1-page or less for each scenario, double spaced. Scenario 1: You run into a situation/obstacle that makes your immediate enrollment into grad school more difficult. What steps would you take to address this problem? Scenario 2: What steps would you take to ensure you don t burn out?

5 Please provide the following information. All information is confidential. If you are concerned about any of the questions asked on this form, please discuss them with the McNair Program Director. Please type or print clearly. ALL FIELDS MUST BE COMPLETED TO BE CONSIDERED. References STUDENT DIRECTIONS: Please give this reference form to at least two staff or faculty members to fill out on your behalf. Please fill out the two portions below. Last Name First Name MI Graduate Discipline or Interest *OPTIONAL*: This waiver is not required as a condition for admission to or for receipt of any services and benefits from UWS/McNair Scholars Program. All rights of access to this letter of recommendation conferred by the Family Educational Rights and Privacy Act of 1974 (P.L ) as amended, or otherwise, hereby voluntarily waived. No signature means that the student will have the right to read this reference. Signature: X Date: STAFF/FACULTY DIRECTIONS: Please fill out the entirety of the reference form and return to the McNair Scholars Program Office as soon as possible. You may type responses separately, but please attach any separate documents to this form. Address: Dr. Marsha S. Lue, Director UW-Superior, McNair Scholars Program Swenson Hall 2047 Superior, WI mfrancis@uwsuper.edu Fax: *Your comments will be kept confidential (if student waived rights).* 1. How long have you known the student and in what capacity? 2. Discuss the student s strengths and weaknesses as they relate to: A. Academics: CONTINUED ON NEXT PAGE >

6 Please provide the following information. All information is confidential. If you are concerned about any of the questions asked on this form, please discuss them with the McNair Program Director. Please type or print clearly. ALL FIELDS MUST BE COMPLETED TO BE CONSIDERED. B. Research Ability: 3. How would you describe the student s potential as a doctoral student, a researcher, and a faculty member? 4. Can you discuss the student s time management skills, along with meeting deadlines (i.e., for homework completion) and class attendance? 5. Please rate the following from 1-5, with 1 = low and 5 = high. Please explain any rated 3 or below: A. Emotional Maturity B. Writing Skills C. Reading Comprehension D. Professionalism E. Motivation F. Commitment to Education G. Critical Thinking Ability Printed Name X Signature Department/School (if not UWS) Date

7 All information is confidential. If you are concerned about any of the questions asked in this application, please discuss them with the McNair Program Director. Tax Returns Please note: as part of your complete application you will need to submit tax documentation as required by the Department of Education guidelines. Following this page are examples of basic 1040 tax forms. DO NOT FILL OUT THESE FORMS, they are only examples. Please be mindful of the following: Do not give us original tax forms with your application. We can make a copy for your application if you are unable to do so. We do not need all of the paperwork associated with tax returns, we usually only need the first 2 pages of your taxes: We need to see Taxable Income (could be 1 st or 2 nd page) We also need to see any Dependents claimed, and Family Size (usually the 1 st page) If you did not file taxes, or if your parents claim you and did not file taxes (usually because the income threshold was not met), you will need to submit a letter stating that taxes were not filed for In the case of parents claiming dependents, the filing parent will need to submit a signed letter stating that taxes were not filed. DO NOT SELF SELECT! We cannot emphasize this enough, as you may think you do not meet income guidelines when, in fact, you do! If you have questions about your tax documents or this part of the application, please contact us at: mcnair@uwsuper.edu or stop by our office: Swenson 2047 during the hours of 8am and 2:30pm. Continue on for examples of tax documents >

8 Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2015 OMB No IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 2015, or other tax year beginning, 2015, ending, 20 See separate instructions. Your first name and initial Last name Your social security number If a joint return, spouse s first name and initial Last name Spouse s social security number Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Make sure the SSN(s) above and on line 6c are correct. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Presidential Election Campaign Foreign country name Foreign province/state/county Foreign postal code Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund. You Spouse Filing Status 1 Single 4 Head of household (with qualifying person). (See instructions.) If 2 Married filing jointly (even if only one had income) the qualifying person is a child but not your dependent, enter this Check only one 3 Married filing separately. Enter spouse s SSN above child s name here. box. and full name here. 5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a..... Boxes checked Exemptions } on 6a and 6b b Spouse No. of children c Dependents: (2) Dependent s (3) Dependent s (4) if child under age 17 on 6c who: (1) First name Last name social security number relationship to you qualifying for child tax credit lived with you (see instructions) did not live with you due to divorce If more than four or separation (see instructions) dependents, see Dependents on 6c instructions and not entered above check here Add numbers on d Total number of exemptions claimed lines above # Income 7 Wages, salaries, tips, etc. Attach Form(s) W a Taxable interest. Attach Schedule B if required a b Tax-exempt interest. Do not include on line 8a... 8b Attach Form(s) 9 a Ordinary dividends. Attach Schedule B if required a W-2 here. Also attach Forms b Qualified dividends b W-2G and 10 Taxable refunds, credits, or offsets of state and local income taxes R if tax 11 Alimony received was withheld. 12 Business income or (loss). Attach Schedule C or C-EZ Capital gain or (loss). Attach Schedule D if required. If not required, check here 13 If you did not 14 Other gains or (losses). Attach Form get a W-2, see instructions. 15 a IRA distributions. 15a b Taxable amount... 15b 16 a Pensions and annuities 16a b Taxable amount... 16b 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E Farm income or (loss). Attach Schedule F Unemployment compensation a Social security benefits 20a b Taxable amount... 20b 21 Other income. List type and amount Combine the amounts in the far right column for lines 7 through 21. This is your total income Educator expenses Adjusted 24 Certain business expenses of reservists, performing artists, and Gross fee-basis government officials. Attach Form 2106 or 2106-EZ 24 Income 25 Health savings account deduction. Attach Form Moving expenses. Attach Form Deductible part of self-employment tax. Attach Schedule SE Self-employed SEP, SIMPLE, and qualified plans Self-employed health insurance deduction Penalty on early withdrawal of savings a Alimony paid b Recipient s SSN 31a 32 IRA deduction Student loan interest deduction Tuition and fees. Attach Form Domestic production activities deduction. Attach Form Add lines 23 through Subtract line 36 from line 22. This is your adjusted gross income For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No B Form 1040 (2015) Example

9 Form 1040 (2015) Page 2 38 Amount from line 37 (adjusted gross income) a Tax and Check You were born before January 2, 1951, Blind. Total boxes { } if: Spouse was born before January 2, 1951, Blind. checked Credits 39a b If your spouse itemizes on a separate return or you were a dual-status alien, check here 39b Standard 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin).. 40 Deduction for 41 Subtract line 40 from line People who 42 Exemptions. If line 38 is $154,950 or less, multiply $4,000 by the number on line 6d. Otherwise, see instructions 42 check any box on line 43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter a or 39b or 44 Tax (see instructions). Check if any from: a Form(s) 8814 b Form 4972 c 44 who can be claimed as a 45 Alternative minimum tax (see instructions). Attach Form dependent, see 46 Excess advance premium tax credit repayment. Attach Form instructions. 47 Add lines 44, 45, and All others: 48 Foreign tax credit. Attach Form 1116 if required Single or Married filing 49 Credit for child and dependent care expenses. Attach Form separately, $6, Education credits from Form 8863, line Married filing 51 Retirement savings contributions credit. Attach Form jointly or Qualifying 52 Child tax credit. Attach Schedule 8812, if required widow(er), $12, Residential energy credits. Attach Form Head of 54 Other credits from Form: a 3800 b 8801 c 54 household, $9, Add lines 48 through 54. These are your total credits Subtract line 55 from line 47. If line 55 is more than line 47, enter Self-employment tax. Attach Schedule SE Other 58 Unreported social security and Medicare tax from Form: a 4137 b Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required.. 59 Taxes 60 a Household employment taxes from Schedule H a b First-time homebuyer credit repayment. Attach Form 5405 if required b 61 Health care: individual responsibility (see instructions) Full-year coverage Taxes from: a Form 8959 b Form 8960 c Instructions; enter code(s) Add lines 56 through 62. This is your total tax Payments 64 Federal income tax withheld from Forms W-2 and estimated tax payments and amount applied from 2014 return 65 If you have a qualifying child, attach Schedule EIC. Refund Direct deposit? See instructions. Amount You Owe Third Party Designee Sign Here Joint return? See instructions. Keep a copy for your records. Paid Preparer Use Only 66a Earned income credit (EIC) a b Nontaxable combat pay election 66b 67 Additional child tax credit. Attach Schedule American opportunity credit from Form 8863, line Net premium tax credit. Attach Form Amount paid with request for extension to file Excess social security and tier 1 RRTA tax withheld Credit for federal tax on fuels. Attach Form Credits from Form: a 2439 b Reserved c 8885 d Add lines 64, 65, 66a, and 67 through 73. These are your total payments If line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid 75 76a Amount of line 75 you want refunded to you. If Form 8888 is attached, check here. 76a b Routing number c Type: Checking Savings d Account number 77 Amount of line 75 you want applied to your 2016 estimated tax Amount you owe. Subtract line 74 from line 63. For details on how to pay, see instructions Estimated tax penalty (see instructions) Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete below. No Designee s Phone Personal identification name no. number (PIN) Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Your signature Date Your occupation Daytime phone number Example Spouse s signature. If a joint return, both must sign. Date Spouse s occupation Print/Type preparer s name Preparer s signature Date If the IRS sent you an Identity Protection PIN, enter it here (see inst.) PTIN Check if self-employed Firm s name Firm's EIN Firm s address Phone no. Form 1040 (2015)

10 Form 1040EZ Department of the Treasury Internal Revenue Service Income Tax Return for Single and Joint Filers With No Dependents (99) 2015 OMB No Your first name and initial Last name Your social security number If a joint return, spouse s first name and initial Last name Spouse s social security number Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Make sure the SSN(s) above are correct. City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Presidential Election Campaign Foreign country name Foreign province/state/county Foreign postal code Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund. You Spouse Income 1 Wages, salaries, and tips. This should be shown in box 1 of your Form(s) W-2. Attach your Form(s) W-2. Attach 1 Form(s) W-2 here. 2 Taxable interest. If the total is over $1,500, you cannot use Form 1040EZ. 2 Enclose, but do not attach, any payment. Payments, Credits, and Tax Refund Have it directly deposited! See instructions and fill in 13b, 13c, and 13d, or Form Amount You Owe Third Party Designee Sign Here Joint return? See instructions. Keep a copy for your records. Paid Preparer Use Only 3 Unemployment compensation and Alaska Permanent Fund dividends (see instructions). 3 4 Add lines 1, 2, and 3. This is your adjusted gross income. 4 5 If someone can claim you (or your spouse if a joint return) as a dependent, check the applicable box(es) below and enter the amount from the worksheet on back. You Spouse If no one can claim you (or your spouse if a joint return), enter $10,300 if single; $20,600 if married filing jointly. See back for explanation. 5 6 Subtract line 5 from line 4. If line 5 is larger than line 4, enter -0-. This is your taxable income. 6 7 Federal income tax withheld from Form(s) W-2 and a Earned income credit (EIC) (see instructions) 8a b Nontaxable combat pay election. 8b 9 Add lines 7 and 8a. These are your total payments and credits Tax. Use the amount on line 6 above to find your tax in the tax table in the instructions. Then, enter the tax from the table on this line Health care: individual responsibility (see instructions) Full-year coverage Add lines 10 and 11. This is your total tax a If line 9 is larger than line 12, subtract line 12 from line 9. This is your refund. If Form 8888 is attached, check here 13a b Routing number c Type: Checking Savings d Account number 14 If line 12 is larger than line 9, subtract line 9 from line 12. This is the amount you owe. For details on how to pay, see instructions. 14 Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete below. No Designee s name Example Phone no. Personal identification number (PIN) Under penalties of perjury, I declare that I have examined this return and, to the best of my knowledge and belief, it is true, correct, and accurately lists all amounts and sources of income I received during the tax year. Declaration of preparer (other than the taxpayer) is based on all information of which the preparer has any knowledge. Your signature Date Your occupation Daytime phone number Spouse s signature. If a joint return, both must sign. Date Spouse s occupation If the IRS sent you an Identity Protection PIN, enter it here (see inst.) Print/Type preparer s name Preparer s signature Date Check if PTIN self-employed Firm s name Firm s EIN Firm s address Phone no. For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. Cat. No W Form 1040EZ (2015)

11 Form 1040EZ (2015) Page 2 Use this form if Filling in your return Your filing status is single or married filing jointly. If you are not sure about your filing status, see instructions. You (and your spouse if married filing jointly) were under age 65 and not blind at the end of If you were born on January 1, 1951, you are considered to be age 65 at the end of You do not claim any dependents. For information on dependents, see Pub Your taxable income (line 6) is less than $100,000. You do not claim any adjustments to income. For information on adjustments to income, use the Tax Topics listed under Adjustments to Income at (see instructions). The only tax credit you can claim is the earned income credit (EIC). The credit may give you a refund even if you do not owe any tax. You do not need a qualifying child to claim the EIC. For information on credits, use the Tax Topics listed under Tax Credits at (see instructions). If you received a Form 1098-T or paid higher education expenses, you may be eligible for a tax credit or deduction that you must claim on Form 1040A or Form For more information on tax benefits for education, see Pub If you can claim the premium tax credit or you received any advance payment of the premium tax credit in 2015, you must use Form 1040A or Form You had only wages, salaries, tips, taxable scholarship or fellowship grants, unemployment compensation, or Alaska Permanent Fund dividends, and your taxable interest was not over $1,500. But if you earned tips, including allocated tips, that are not included in box 5 and box 7 of your Form W-2, you may not be able to use Form 1040EZ (see instructions). If you are planning to use Form 1040EZ for a child who received Alaska Permanent Fund dividends, see instructions. If you received a scholarship or fellowship grant or tax-exempt interest income, such as on municipal bonds, see the instructions before filling in the form. Also, see the instructions if you received a Form 1099-INT showing federal income tax withheld or if federal income tax was withheld from your unemployment compensation or Alaska Permanent Fund dividends. For tips on how to avoid common mistakes, see instructions. Remember, you must report all wages, salaries, and tips even if you do not get a Form W-2 from your employer. You must also report all your taxable interest, including interest from banks, savings and loans, credit unions, etc., even if you do not get a Form 1099-INT. Worksheet for Line 5 Dependents Who Checked One or Both Boxes (keep a copy for your records) Mailing Return Example Use this worksheet to figure the amount to enter on line 5 if someone can claim you (or your spouse if married filing jointly) as a dependent, even if that person chooses not to do so. To find out if someone can claim you as a dependent, see Pub A. Amount, if any, from line 1 on front Enter total A. B. Minimum standard deduction B. C. Enter the larger of line A or line B here C. D. Maximum standard deduction. If single, enter $6,300; if married filing jointly, enter $12,600. D. E. Enter the smaller of line C or line D here. This is your standard deduction E. F. Exemption amount. If single, enter -0-. If married filing jointly and }F. both you and your spouse can be claimed as dependents, enter -0-. only one of you can be claimed as a dependent, enter $4,000. G. Add lines E and F. Enter the total here and on line 5 on the front G. If you did not check any boxes on line 5, enter on line 5 the amount shown below that applies to you. Single, enter $10,300. This is the total of your standard deduction ($6,300) and your exemption ($4,000). Married filing jointly, enter $20,600. This is the total of your standard deduction ($12,600), your exemption ($4,000), and your spouse's exemption ($4,000). Mail your return by April 18, Mail it to the address shown on the last page of the instructions. 1,050 Form 1040EZ (2015)

Prepare, print, and e-file your federal tax return for free!

Prepare, print, and e-file your federal tax return for free! Prepare, print, and e-file your federal tax return for free! www.freetaxusa.com Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB No. 1545-0074

More information

1040 U.S. Individual Income Tax Return 2017

1040 U.S. Individual Income Tax Return 2017 F or Department of the Treasury Internal Revenue Service (99) 14 U.S. Individual Income Tax Return 17 m OMB No. 1545-74 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 17,

More information

1040 U.S. Individual Income Tax Return 2017

1040 U.S. Individual Income Tax Return 2017 F or Department of the Treasury Internal Revenue Service (99) 14 U.S. Individual Income Tax Return 217 m OMB No. 1545-74 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

Sign Here Joint return? See instructions. Keep a copy for your records.

Sign Here Joint return? See instructions. Keep a copy for your records. Form 1040 (99) U.S. Individual Income Tax Return IRS Use Only Do not write or staple in this space. Filing status: Single Married filing jointly Married filing separately Head of household Qualifying widow(er)

More information

5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 204 OMB No. 545-0074 IRS Use Only Do not write or staple in this space. 0/0 0/0 4 For the year Jan. Dec.

More information

1040 Department of the Treasury Internal Revenue Service (99)

1040 Department of the Treasury Internal Revenue Service (99) 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 2016, or

More information

Form 8621 Increase in Tax and Interest Calculations

Form 8621 Increase in Tax and Interest Calculations PFIC Date holding period began 01/01/2012 applicable date 01/01/2012 Europe Index Mutual Fund 12/31/2015 Date holding period ended 1. 2. 3. 4. 5. 6. 7. Total current year distribution from Form 8621, line

More information

SALLY W EMANUEL If a joint return, spouse's first name M.I. Last name Suffix Spouse's social security number

SALLY W EMANUEL If a joint return, spouse's first name M.I. Last name Suffix Spouse's social security number Department of the Treasury Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 2011, or

More information

COVER PAGE. Filing Checklist For 2008 Tax Return Filed On Standard Forms. Prepared on: 01/13/ :55:49 am

COVER PAGE. Filing Checklist For 2008 Tax Return Filed On Standard Forms. Prepared on: 01/13/ :55:49 am COVER PAGE Filing Checklist For 28 Tax Return Filed On Standard Forms Prepared on: 1/13/29 12:55:49 am Return: C:\Documents and Settings\Owner.gateway\My Documents\TaxCut\Donna Harp 28 Tax Return.T8 To

More information

Panex 1040 Individual - Spouse Home address (number and street). If you have a P.O. box, see instructions.

Panex 1040 Individual - Spouse Home address (number and street). If you have a P.O. box, see instructions. Form 4 Department of the Treasury ' Internal Revenue Service (99) U.S. Individual Income Tax Return For the year Jan. - Dec.,, or other tax year beginning,, ending Your first name and initial OMB No. 545-74

More information

2007 Federal Tax Return Summary Important: Your taxes are not finished until all required steps are completed.

2007 Federal Tax Return Summary Important: Your taxes are not finished until all required steps are completed. 2007 Federal Tax Return Summary Important: Your taxes are not finished until all required steps are completed. Samuel P & Felicity Q Taxpayer 789 Tuxedo Drive Bronxville, NY 10708 Balance Your federal

More information

, ending. child tax credit (1) First name Last name

, ending. child tax credit (1) First name Last name Department of the Treasury Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return 2016 OMB No. 1545-0074 For the year Jan. 1-Dec. 31, 2016, or other tax year beginning, ending Form Your first

More information

INVOICE. PN 501 E 38th Erie, PA Phone: (207) Date: 12/07/2017 Invoice Number: Service Description

INVOICE. PN 501 E 38th Erie, PA Phone: (207) Date: 12/07/2017 Invoice Number: Service Description INVOICE PN 501 E 38th Erie, PA 16546 Phone: (207)590-6223 Email: pasha@gmail.com Date: 12/07/2017 Invoice Number: 1004 Client: Pavel Nayda, Service Description Amount 12/07/17 08:41 PM December 7, 2017

More information

See separate instructions. Your social security number RIGHT ANGLE XXX-XX-XXXX If a joint return, spouse's first name and initial

See separate instructions. Your social security number RIGHT ANGLE XXX-XX-XXXX If a joint return, spouse's first name and initial Form Department of the Treasury - Internal Revenue Service (99) 14 U.S. Individual Income Tax Return 216 OMB No. 1545-74 For the year Jan. 1-Dec. 31, 216, or other tax year beginning, 216, ending, 2 Your

More information

Section 1202 Qualified Small Business Stock: Maximizing Tax Advantages of Gain Exclusion and Deferral

Section 1202 Qualified Small Business Stock: Maximizing Tax Advantages of Gain Exclusion and Deferral Section 1202 Qualified Small Business Stock: Maximizing Tax Advantages of Gain Exclusion and Deferral THURSDAY, AUGUST 27, 2015, 1:00-2:50 pm Eastern IMPORTANT INFORMATION This program is approved for

More information

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 1040 Department of the Treasury Internal Revenue Service (99) US Individual Income Tax Return OMB No 1545-0074 IRS Use Only Do not write or staple in this space For the year Jan 1 Dec 31,, or other

More information

CHAPTER 2 GROSS INCOME AND EXCLUSIONS

CHAPTER 2 GROSS INCOME AND EXCLUSIONS Solutions for Questions and Problems Chapter 2 39 CHAPTER 2 GROSS INCOME AND EXCLUSIONS Group 1 - Multiple Choice Questions 1. C (Section 2.1) 8. C (Section 2.6) 2. C (Section 2.1) 9. B (Section 2.7) 3.

More information

Appendix B Pali Rao, istockphoto

Appendix B Pali Rao, istockphoto Appendix B Pali Rao, istockphoto Tax Forms (Tax forms can be obtained from the IRS website: www.irs.gov) Form 1040 U.S. Individual Income Tax Return B-2 Schedule C Profit or Loss from Business B-4 Schedule

More information

U.S. Nonresident Alien Income Tax Return

U.S. Nonresident Alien Income Tax Return Form 1040NR Department of the Treasury Internal Revenue Service U.S. Nonresident Alien Income Tax Return Information about Form 1040NR and its separate instructions is at www.irs.gov/form1040nr. For the

More information

Carol's Tax Return-2016 Tax Year. Part 2. Compute income tax

Carol's Tax Return-2016 Tax Year. Part 2. Compute income tax Turner School of Accountancy Chapter 1 and Chapter 2 Materials Page 1 Part 1. Complete Columns F,G,H. Part 2. Compute amount of tax due or refund Complete Form 1040, page 1 & 2, and Form 1040 Schedules

More information

You Spouse 1 Single. name here.. G 5 Qualifying widow(er) with dependent child

You Spouse 1 Single. name here.. G 5 Qualifying widow(er) with dependent child ' Form 1040 U.S. Individual Income Tax Return 2014 IRS Use Only ' Do not write or staple in this space. For the year Jan 1 - Dec 31, 2014, or other tax year beginning, 2014, ending, 20 See separate instructions.

More information

File by Mail Instructions for your 2017 Federal Tax Return Important: Your taxes are not finished until all required steps are completed.

File by Mail Instructions for your 2017 Federal Tax Return Important: Your taxes are not finished until all required steps are completed. File by Mail Instructions for your 2017 Federal Tax Return Important: Your taxes are not finished until all required steps are completed. calvin & kerty L Satur 1651 Deer Run Dr. Burlington, KY 41005 Balance

More information

Government Copy JUSTANS1. Bill and Joyce Schnappauf 27 Northup Street Wakefield, RI 02879

Government Copy JUSTANS1. Bill and Joyce Schnappauf 27 Northup Street Wakefield, RI 02879 2016 TAX RETURN Government Copy Client: JUSTANS1 Prepared for: Bill and Joyce Schnappauf 27 Northup Street Wakefield, RI 02879 Prepared by: Roger J Yule R. J. Yule & Company, Ltd. 10179 Lincoln Highway

More information

CHAPTER 2 GROSS INCOME AND EXCLUSIONS

CHAPTER 2 GROSS INCOME AND EXCLUSIONS CHAPTER 2 GROSS INCOME AND EXCLUSIONS Group 1 Multiple Choice Questions 1. C (LO 2.1) 2. C (LO 2.1) 3. A (LO 2.1) 4. D (LO 2.1) 5. B (LO 2.1) 6. C $500 x 20% (LO 2.2) 7. A (LO 2.2) 8. C $120 x 12 (LO 2.3)

More information

U.S. Nonresident Alien Income Tax Return

U.S. Nonresident Alien Income Tax Return Form 1040NR U.S. Nonresident Alien Income Tax Return OMB No. 1545-0074 For the year January 1 December 31, 2011, or other tax year Department of the Treasury Internal Revenue Service beginning, 2011, and

More information

SCHEDULE C AUDIT RISKS

SCHEDULE C AUDIT RISKS 7/15/2017 SCHEDULE C AUDIT RISKS C. FORREST DAVIS, E.A. A LOOK AT TAX RETURNS (2014) 148.6M individual returns 63.7M Form 1040A and EZ 84.9M Form 1040 27.6M Schedule C or C-EZ 22.6M Schedule C 5.0M Sch

More information

U.S. Nonresident Alien Income Tax Return

U.S. Nonresident Alien Income Tax Return Form 14NR Department of the Treasury Internal Revenue Service Please print or type U.S. Nonresident Alien Income Tax Return Information about Form 14NR and its separate instructions is at www.irs.gov/form14nr.

More information

CHAPTER 2 GROSS INCOME AND EXCLUSIONS

CHAPTER 2 GROSS INCOME AND EXCLUSIONS Solutions for Questions and Problems Chapter 2 39 CHAPTER 2 GROSS INCOME AND ECLUSIONS Group 1 - Multiple Choice Questions 1. C (Section 2.1) 8. C (Section 2.6) 2. C (Section 2.1) 9. B (Section 2.7) 3.

More information

Income. Adjusted Gross Income. Hader If a joint return, spouse s first name and initial Last name Spouse s social security number

Income. Adjusted Gross Income. Hader If a joint return, spouse s first name and initial Last name Spouse s social security number Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,, or

More information

Filing status: Single Married filing jointly Married filing separately Head of household Qualifying widow(er)

Filing status: Single Married filing jointly Married filing separately Head of household Qualifying widow(er) -Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return 018 IRS Use Only-Do not write or staple in this space. Filing status: Single Married filing jointly Married filing separately Head

More information

Certain Cash Contributions for Typhoon Haiyan Relief Efforts in the Philippines Can Be Deducted on Your 2013 Tax Return

Certain Cash Contributions for Typhoon Haiyan Relief Efforts in the Philippines Can Be Deducted on Your 2013 Tax Return Certain Cash Contributions for Typhoon Haiyan Relief Efforts in the Philippines Can Be Deducted on Your 2013 Tax Return A new law allows you to choose to deduct certain charitable contributions of money

More information

Bob Smith Betty Smith Home address (number and street). If you have a P.O.box, see instructions. J Important!

Bob Smith Betty Smith Home address (number and street). If you have a P.O.box, see instructions. J Important! Presidential Lakeview WA 99999 Election Campaign Note: Checking Yes will not change your tax or reduce your refund. You Spouse (See instructions.) A Do you, or your spouse if filing a joint return, want

More information

EFG Tax Return(s)

EFG Tax Return(s) Caution: Forms printed from within Adobe Acrobat products may not meet IRS or state taxing agency specifications. When using Acrobat 5.x products, uncheck the "Shrink oversized pages to paper size" and

More information

DUAL-STATUS RETURN U.S. Nonresident Alien Income Tax Return LEE F DUT X. MN Foreign province/county

DUAL-STATUS RETURN U.S. Nonresident Alien Income Tax Return LEE F DUT X. MN Foreign province/county DUAL-STATUS RETURN U.S. Nonresident Alien Income Tax Return OMB No. 1545-0074 For the year January 1-December 31, 2011, or other tax year Department of the Treasury Internal Revenue Service beginning,

More information

Audit Survey of Business Circumstances

Audit Survey of Business Circumstances Richland County Business Service Center 2020 Hampton Street, Suite 1050 Phone: (803) 576-2287 P.O. Box 192 Fax: (803) 576-2289 Columbia, SC 29202 bsc@rcgov.us http://www.rcgov.us/bsc Audit Survey of Business

More information

See separate instructions. Your social security number GREEN BEAN If a joint return, spouse's first name and initial

See separate instructions. Your social security number GREEN BEAN If a joint return, spouse's first name and initial Form Department of the Treasury - Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return OMB. 1545-0074 For the year Jan. 1-Dec. 31,, or other tax year beginning,, ending, 0 Your first name

More information

SOLUTIONS FOR QUESTIONS AND PROBLEMS

SOLUTIONS FOR QUESTIONS AND PROBLEMS Solutions for Questions and Problems Chapter 1 25 SOLUTIONS FOR QUESTIONS AND PROBLEMS 26 Chapter 1 The Individual Income Tax Return Solutions for Questions and Problems Chapter 1 27 CHAPTER 1 THE INDIVIDUAL

More information

Fellowship/Assistantship only - Example A Explanation of Information

Fellowship/Assistantship only - Example A Explanation of Information Example A Page 1 of 12 Fellowship/Assistantship only - Example A Explanation of Information U.S. (or resident alien for tax purposes) graduate student has 6000 and/or 6002 fellowships/ assistantships for

More information

DO NOT FILE THIS FORM IN 2019 WITH YOUR TAX RETURN

DO NOT FILE THIS FORM IN 2019 WITH YOUR TAX RETURN THIS FORM IN 2019 WITH YOUR TAX RETURN This IRS Tax Form is ONLY A DRAFT for 2019. This form will most likely be changed before its final version is ready to be used in 2019 with your 2018 Tax Return.

More information

City, town or post office, state, and ZIP code. If you have a foreign address, see page 14.

City, town or post office, state, and ZIP code. If you have a foreign address, see page 14. Form 1040 Label (See instructions on page 14.) Use the IRS label. Otherwise, please print or type. L E L H E R E Department of the Treasury Internal Revenue Service U.S. Individual Income Tax Return 2009

More information

social security number relationship to you Add numbers on d Total number of exemptions claimed... lines above

social security number relationship to you Add numbers on d Total number of exemptions claimed... lines above Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

Form 1040-V. Department of the Treasury. Internal Revenue Service $ 3, Dave Dave Sarah Sarah Terrace Glenview, IL 60001

Form 1040-V. Department of the Treasury. Internal Revenue Service $ 3, Dave Dave Sarah Sarah Terrace Glenview, IL 60001 2006 Form 040-V Department of the Treasury Internal Revenue Service For Privacy Act and Paperwork Reduction Act tice, see separate instructions. DETACH HERE Form 040 (2006) Department of the Treasury Internal

More information

TAX PRIMER FOR PARENTS COMPLETING A PFS

TAX PRIMER FOR PARENTS COMPLETING A PFS TAX PRIMER FOR PARENTS Use this primer to get an understanding of which few tax forms will be most helpful to you as you complete your PFS. This primer doesn t provide an overview of every possible tax

More information

Form 8621 PFIC Reporting: Navigating the Complex IRS Passive Foreign Investment Company Rules

Form 8621 PFIC Reporting: Navigating the Complex IRS Passive Foreign Investment Company Rules Form 8621 PFIC Reporting: Navigating the Complex IRS Passive Foreign Investment Company Rules FOR LIVE PROGRAM ONLY THURSDAY, JANUARY 18, 2018, 1:00-2:50 pm Eastern IMPORTANT INFORMATION FOR THE LIVE PROGRAM

More information

Do your taxes online with H&R Block. Do your taxes online with H&R Block. Do your taxes online with H&R Block.

Do your taxes online with H&R Block. Do your taxes online with H&R Block. Do your taxes online with H&R Block. Send Friend (2004) FDFRNDOL-1WV 1.0 Send a friend to us. We'll thank you both with cash! 5 for you. 10 for your friend! Easy-to-follow instructions: 1. 2. 3. Give one of the forms below to a friend and

More information

Should you have any questions not addressed in this manual, please contact:

Should you have any questions not addressed in this manual, please contact: Property Tax Relief Program Manual Application Instructions THIS DOCUMNT IS FOR INFORMATIONA PURPOSS. IT IS NOT TH APPICATION. PAS DO NOT COMPT AND SND AS APPICATION. Fo r a n a p p l i c a t i o n, p

More information

TAX PRIMER FOR PARENTS COMPLETING A PFS

TAX PRIMER FOR PARENTS COMPLETING A PFS FOR PARENTS Use this primer to get an understanding of which few tax forms will be most helpful to you as you complete your PFS. This primer doesn t provide an overview of every possible tax form you might

More information

If a joint return, spouse s first name and initial Last name Spouse s social security number

If a joint return, spouse s first name and initial Last name Spouse s social security number Form Department of the Treasury Internal Revenue Service 1040A U.S. Individual Income Tax Return (99) 2016 Your first name and initial Last name IRS Use Only Do not write or staple in this space. OMB No.

More information

See separate instructions. Your social security number RIGHT ANGLE If a joint return, spouse's first name and initial

See separate instructions. Your social security number RIGHT ANGLE If a joint return, spouse's first name and initial Form Department of the Treasury - Internal Revenue Service (99) 14 U.S. Individual Income Tax Return OMB No. 1545-74 For the year Jan. 1-Dec. 31,, or other tax year beginning,, ending, 2 Your first name

More information

Prepare, print, and e-file your federal tax return for free!

Prepare, print, and e-file your federal tax return for free! Prepare, print, and e-file your federal tax return for free! www.freetaxusa.com Form 1040X (Rev. January 2018) Department of the Treasury Internal Revenue Service Amended U.S. Individual Income Tax Return

More information

IMPORTANT INFORMATION FOR THE LIVE PROGRAM

IMPORTANT INFORMATION FOR THE LIVE PROGRAM FOR LIVE PROGRAM ONLY Form 8621 PFIC Reporting: Navigating the Highly Complex IRS Passive Foreign Investment Company Rules Determining Which Assets Require PFIC Reporting, Calculating Tax and Interest,

More information

U.S. Individual Income Tax Return 2013 OMB No IRS Use Only- Do not write or staple in this space.

U.S. Individual Income Tax Return 2013 OMB No IRS Use Only- Do not write or staple in this space. Department of the Treasury - Internal Revenue Service (99) 11 040 U.S. Individual Income Tax Return 2013 OMB No. 1545-0074 IRS Use Only- Do not write or staple in this space. For the year Jan. 1-Dec. 31,

More information

IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 2004, or other tax year beginning

IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 2004, or other tax year beginning F or m Department of the Treasury Internal Revenue Service 14 U.S. Individual Income Tax Return 24 Label (See instructions.) Use the IRS label. Otherwise, please print or type. Presidential Election Campaign

More information

Tax Reporting SMD Graduate Students February 26, 2019 Detailed Examples

Tax Reporting SMD Graduate Students February 26, 2019 Detailed Examples Tax Reporting SMD Graduate Students February 26, 2019 Detailed Examples 2018 Tax Return Examples 2018 Tax Forms Received: 1 W-2 from hourly job a Box 1 (Wages, tips, other) = $2,000 b Box 2 (federal income

More information

U.S. Nonresident Alien Income Tax Return. Of what country were you a citizen or national during the tax year?

U.S. Nonresident Alien Income Tax Return. Of what country were you a citizen or national during the tax year? 1040NR U.S. nresident Alien Income Tax Return OMB. 1545-0089 2002 Form For the year January 1 December 31, 2002, or other tax year Department of the Treasury Internal Revenue Service beginning, 2002, and

More information

status: Single n X Married filing jointly Married filing separately Head of household Qualifying widow(er)

status: Single n X Married filing jointly Married filing separately Head of household Qualifying widow(er) Department of the Treasury - Internal Revenue Service (99) 1040 OMB No. 1545-0074 U.S. Individual Income Tax Return 2018 Filing status: Single n X Married filing jointly Married filing separately Head

More information

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

a Taxable interest. Attach Schedule B if required... 8a b Tax-exempt interest. Do not include on line 8a...

a Taxable interest. Attach Schedule B if required... 8a b Tax-exempt interest. Do not include on line 8a... Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

Tax Strategies SALES KIT. In this kit: 1040 overlay guide Tax strategy guides Consumer brochures

Tax Strategies SALES KIT. In this kit: 1040 overlay guide Tax strategy guides Consumer brochures Tax Strategies SALES KIT In this kit: 1040 overlay guide Tax strategy guides Consumer brochures PINNEYINSURANCE.COM 800-823-4852 2266 LAVA RIDGE COURT ROSEVILLE, CA 95661 TAXES AFFECT EVERYONE INCOME LATER

More information

CHAPTER 2 GROSS INCOME AND EXCLUSIONS

CHAPTER 2 GROSS INCOME AND EXCLUSIONS Solutions for Questions and Problems Chapter 2 37 CHAPTR 2 GROSS INCOM AND XCLUSIONS Group 1 - Multiple Choice Questions 1. C (Section 2.1) 8. C (Section 2.6) 2. C (Section 2.1) 9. B (Section 2.7) 3. B

More information

Filing Instructions. Amount to be refunded to you...$ 5,056

Filing Instructions. Amount to be refunded to you...$ 5,056 Prepared for: Filing Instructions Prepared by: Stephen M. & Jaime M. Weinress Accounting Specialists, Inc. Po Box 773150 P.O. Box 1040 Steamboat Springs, CO 80477 Nederland, CO 80466 2016 U.S. INDIVIDUAL

More information

DIVISION OF REVENUE AND TAXATION COMMONWEALTH OF THE NORTHERN MARIANA ISLANDS CNMI Nonresident Alien Income Tax Return

DIVISION OF REVENUE AND TAXATION COMMONWEALTH OF THE NORTHERN MARIANA ISLANDS CNMI Nonresident Alien Income Tax Return Form 040NR-CM DIVISION OF REVENUE AND TAXATION COMMONWEALTH OF THE NORTHERN MARIANA ISLANDS CNMI Nonresident Alien Income Tax Return For the year January December 3, 03, or other tax year beginning, 03,

More information

IRS e-file Signature Authorization

IRS e-file Signature Authorization Form 8879 Department of the Treasury Internal Revenue Service IRS e-file Signature Authorization Don't send to the IRS. This isn't a tax return. Keep this form for your records. Information about Form

More information

Tax Strategies Sales Kit

Tax Strategies Sales Kit Tax Strategies Sales Kit - Pick up kids - Social media updates -Webinar To Do: - Client tax reviews - Send prospecting emails 1040 Overlay Guide Tax Planning/ Policy Review Checklist The Power of Tax Deferral

More information

Your first name and initial Last name Your social security number

Your first name and initial Last name Your social security number Form 1040 Internal Revenue Service (99) U.S. Individual Income Tax Return OMB. 1545-0074 IRS Use Only Do not write or staple in this space. Filing status: Single Married filing jointly Married filing separately

More information

Your first name and initial Last name Your social security number

Your first name and initial Last name Your social security number 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. Filing status: Single X Married filing

More information

Avoiding. Social Security Taxation. with Proper Retirement Planning

Avoiding. Social Security Taxation. with Proper Retirement Planning Avoiding Social Security Taxation with Proper Retirement Planning Social Security Background Social Security was established in 1935 to alleviate poverty among the elderly during the Great Depression.

More information

1040 U.S. Individual Income Tax Return 2017

1040 U.S. Individual Income Tax Return 2017 118675 10/09/2018 12:27 PM Form Department of the Treasury Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return 2017 OMB No. 15450074 IRS Use Only Do not write or staple in this space.

More information

17MI-{CN} INDIVIDUAL RETURN DUE APRIL 30, 2018 Taxpayer's SSN Taxpayer's first name Initial Last name

17MI-{CN} INDIVIDUAL RETURN DUE APRIL 30, 2018 Taxpayer's SSN Taxpayer's first name Initial Last name CF-1040 {CITY NAME} 2017 17MI-{CN}-1040-1 INDIVIDUAL RETURN DUE APRIL 30, 2018 Taxpayer's first name Initial Last name Spouse's SSN If joint return spouse's first name Initial Last name Mark (X) box if

More information

CHAPTER 12 TAX RETURN ASSIGNMENT

CHAPTER 12 TAX RETURN ASSIGNMENT A-PDF Merger DEMO : Purchase from www.a-pdf.com to remove the watermark Name: Nargiz CHAPTER 12 TAX RETURN ASSIGNMENT Using the data for NOAH AND JOAN ARC (Comprehensive Problem One from Appendix D, on

More information

1040 U.S. Individual Income Tax Return

1040 U.S. Individual Income Tax Return Form Department of the Treasury - Internal Revenue Service 040 U.S. Individual Income Tax Return Lael (See instructions) Use the IRS lael. Otherwise, please print or type. L A B L H R Presidential lection

More information

social security number relationship to you

social security number relationship to you Form 1040 Department of the Treasury Internal Revenue Service (99) OMB. 1545-0074 U.S. Individual Income Tax Return IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,, or other

More information

USA Funds University Tax Transcripts and Verification Requirements

USA Funds University Tax Transcripts and Verification Requirements USA Funds University 2013-2014 Tax Transcripts and Verification Requirements WASFAA Conference May 20, 2013 Special Note These materials are for the benefit of financial aid professionals and other campus

More information

Tax Transcript Decoder

Tax Transcript Decoder Tax Transcript Decoder COMPARISON OF 2016 TAX RETURN AND TAX TRANSCRIPT DATA 2018-2019 Award Year (version 3.1) This page intentionally left blank. 2 Disclaimer This publication is for the benefit of financial

More information

City, town or post office, state and ZIP code. If you have a foreign address, see page 12.

City, town or post office, state and ZIP code. If you have a foreign address, see page 12. Attention! This form is provided for informational purposes and should not be reproduced on personal computer printers by individual taxpayers for filing. The printed version of this form is a "machine

More information

22 Enter the amount from line 21 (adjusted gross income) a Check if: You were born before Jan. 2, 1947, Blind.

22 Enter the amount from line 21 (adjusted gross income) a Check if: You were born before Jan. 2, 1947, Blind. DIVISION OF REVENUE AND TAXATION COMMONWEALTH OF THE NORTHERN MARIANA ISLANDS Territorial Individual Income Tax Return (Please type or print in ink) Form 1040A-CM 2011 Your first name and initial Last

More information

JOSEPH COHEN If a joint return, spouse's first name and initial Last name Spouse's social security number

JOSEPH COHEN If a joint return, spouse's first name and initial Last name Spouse's social security number Department of the Treasury ' Internal Revenue Service (99) Form 1040 U.S. Individual Income Tax Return 2012 OMB No. 1545-0074 IRS Use Only ' Do not write or staple in this space. For the year Jan 1 - Dec

More information

Other Taxes and Payments

Other Taxes and Payments Other Taxes and Payments Hint: TaxSlayer provides all the forms and schedules you need in order to figure and report these taxes, and in most cases, performs the calculations. Other Taxes 57 Self-employment

More information

COVER PAGE. Filing Checklist for 2014 Tax Return Filed On Standard Forms. Prepared on: 11/05/ :49:43 am

COVER PAGE. Filing Checklist for 2014 Tax Return Filed On Standard Forms. Prepared on: 11/05/ :49:43 am COVER PAGE Filing Checklist for 214 Tax Return Filed On Standard Forms Prepared on: 11/5/215 5:49:43 am Return: :\IAG\Presentations\Self-Employment Child Support 11515\Jim Fardashian 214 Tax Return.T14

More information

5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,, or

More information

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) (see instructions) 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

LLC Wizard Maximizing Your LLC s Money Making and Asset Protection Potential Course 5 Ongoing Maintenance LegaLees Corporation 2012

LLC Wizard Maximizing Your LLC s Money Making and Asset Protection Potential Course 5 Ongoing Maintenance LegaLees Corporation 2012 LLC Wizard Maximizing Your LLC s Money Making and Asset Protection Potential Course 5 Ongoing Maintenance LegaLees Corporation 2012 DOCUMENTS 27 Point Checklist of LLC Formalities Minutes of Organization

More information

UNDERWRITING THE SELF-EMPLOYED BORROWER

UNDERWRITING THE SELF-EMPLOYED BORROWER UNDERWRITING THE SELF-EMPLOYED BORROWER 2014 www.archmicu.com 2015 Arch Mortgage Insurance Company 114-11-14-CU Table of Contents Introduction Automated Underwriting & the Self-Employed Borrower...1 Basic

More information

1040 U.S. Individual Income Tax Return 2011

1040 U.S. Individual Income Tax Return 2011 F or Department of the Treasury Internal Revenue Service (99) 14 U.S. Individual Income Tax Return 211 m OMB. 1545-74 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31, 211,

More information

MARIE EXTENDED QUINCY & THOMAS MORRISON 3300 BOWIE DR EUGENE, OR INCOME TAX RETURN

MARIE EXTENDED QUINCY & THOMAS MORRISON 3300 BOWIE DR EUGENE, OR INCOME TAX RETURN MARIE EXTENDED QUINCY & THOMAS MORRISON 3300 BOWIE DR EUGENE, OR 97401 2017 INCOME TAX RETURN PRACTICE LAB 15 PRACTICE LAB WAY WASHINGTON DC 20005 (202) 202-2022 MARIE EXTENDED A QUINCY & THOMAS MORRISON

More information

U.S. Return of Partnership Income

U.S. Return of Partnership Income Form 1065 U.S. Return of Partnership Income Department of the Treasury For calendar year 2008, or tax year beginning, ending. Internal Revenue Service See separate instructions. OMB No. 1545-0099 A Principal

More information

Utah Electronically Filed Tax Form Paper Record TC-40 Individual Income Tax Return

Utah Electronically Filed Tax Form Paper Record TC-40 Individual Income Tax Return TAPIIT2015 v2 The, was filed electronically. It is not possible to create a photo copy or microfilm copy of the electronically filed form. This Electronically Filed Tax Form Paper Record is intended to

More information

TERRITORIAL INDIVIDUAL INCOME TAX RETURN

TERRITORIAL INDIVIDUAL INCOME TAX RETURN Form 1040A-CM Your first name and initial DIVISION OF REVENUE AND TAXATION COMMONWEALTH OF THE NORTHERN MARIANA ISLANDS TERRITORIAL INDIVIDUAL INCOME TAX RETURN 2009 (Please type or print in ink) Do not

More information

Economic Stimulus Payment Guide for Benefit Recipients

Economic Stimulus Payment Guide for Benefit Recipients Economic Stimulus Payment Guide for Benefit Recipients Even if you are not otherwise required to file a tax return, you may still be eligible for an economic stimulus payment from the federal government.?

More information

5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) with dependent child 6a Yourself. If someone can claim you as a dependent, do not check box 6a... Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2016 OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

A & B Office. Education Benefits. A Self-Improvement Mini-Course. Student Loan Interest & Education Expenses. Income Tax Training School

A & B Office. Education Benefits. A Self-Improvement Mini-Course. Student Loan Interest & Education Expenses. Income Tax Training School A & B Office Income Tax Training School Education Benefits Student Loan Interest & Education Expenses Key Features: Learn how to properly calculate education expenses. Step-by-step description of the education

More information

Guy Wilcox, CPA 2270 Castle Lake Drive Tyrone, GA HAROLD D and JESSICA R ROBBINS 2701 MARYLN PORT NECHES, TX 77651

Guy Wilcox, CPA 2270 Castle Lake Drive Tyrone, GA HAROLD D and JESSICA R ROBBINS 2701 MARYLN PORT NECHES, TX 77651 Guy Wilcox, CPA 7 Castle Lake Drive Tyrone, GA 9 HAROLD D and JESSICA R ROBBINS 71 MARYLN PORT NECHES, TX 77651 17 Individual Return prepared for: HAROLD D and JESSICA R ROBBINS 71 MARYLN PORT NECHES,

More information

social security number relationship to you Add numbers on d Total number of exemptions claimed... lines above

social security number relationship to you Add numbers on d Total number of exemptions claimed... lines above Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

Tax Transcript Decoder

Tax Transcript Decoder Tax Transcript Decoder COMPARISON OF 2017 TAX RETURN AND TAX TRANSCRIPT DATA 2019-20 Award Year (Version 1.0) 2018 by National Association of Student Financial Aid Administrators (NASFAA). All rights reserved.

More information

social security number relationship to you ASHLEY SPOCK DAUGHTER X MORGAN SPOCK DAUGHTER X Dependents on 6c not entered above

social security number relationship to you ASHLEY SPOCK DAUGHTER X MORGAN SPOCK DAUGHTER X Dependents on 6c not entered above Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

Determining your 2016 stock plan tax requirements a step-by-step guide

Determining your 2016 stock plan tax requirements a step-by-step guide Determining your 2016 stock plan tax requirements a step-by-step guide INSIDE How to use the Supplemental Form to avoid overpaying taxes Upon selling shares acquired from a nonqualified employee stock

More information

b Tax-exempt interest. Do not include on line 8a... 8b Attach Form(s)

b Tax-exempt interest. Do not include on line 8a... 8b Attach Form(s) Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2017 OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

Economic Stimulus Payment Guide for Benefit Recipients

Economic Stimulus Payment Guide for Benefit Recipients Economic Stimulus Payment Guide for Benefit Recipients Even if you are not otherwise required to file a tax return, you may still be eligible for an economic stimulus payment from the federal government.?

More information

Determining your 2017 stock plan tax requirements a step-by-step guide

Determining your 2017 stock plan tax requirements a step-by-step guide Determining your 2017 stock plan tax requirements a step-by-step guide Alert: The tax-reform legislation adopted in December 2017 does not affect the 2017 tax year or the federal tax return for 2017 that

More information